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BACH @CyclesWithBach on x 39.4K followers
Created: 2025-07-21 10:41:59 UTC
Macro should always be the backbone of any analysis
Credit spreads remain the single most important component to monitor
Spreads just didn’t move enough in Q1 to be an imminent “long lasting recession” caller!
Melt up is alive and well
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Related Topics economic uncertainty